5C Capital Management, LLC is an SEC Registered Investment Advisor (“RIA”). Our principals and staff are also credentialed with certain federal and state agencies. As previously noted, our most important obligation to you is that of fiduciary.
We seek to further distinguish ourselves:
For the vast majority of our clients, we manage their assets on a discretionary basis. Therefore, we are entrusted to make specific investment, asset class allocation, rebalancing and transaction decisions on behalf of our clients.
UNBIASED ADVISORY SERVICES
Objectivity is critical when recommending particular investments or planning strategy. Unlike many brokers and advisers, we are not bound to any specific company, funds, investment style or asset class.
PRESENTING A WIDE RANGE OF ALTERNATIVES
Wealth is inherently a complex financial state. Our responsibility is to evaluate a range of responses for a specific issue and structure a solution that comports with your specific goals and objectives.
We utilize an array of quantitative and qualitative measures to vet potential investment options, seeking high quality, cost-controlled solutions across all asset classes. We are independently owned and are neither required nor incentivized to purchase any single family or sector of investments. Client portfolios are created and rebalanced based on research driven, qualitative and cost considerations of the investment – not due to any business relationship.
We fully disclose all costs and fees.
We strive to provide timely, consistent service and accommodate your scheduling and communication requirements. Inquiry is met with swift response by an experienced professional prepared to discuss your particular issue.
STRATEGIC WITHOUT RIGIDITY
We adhere to an investment and planning methodology that provides a foundation with the ability to customize as circumstances and associated complexities dictate.